Purchases and Sales Made in Q3 2022 in Ishares Tr North Amern Nat Res (IGE)
This table provides information about the institutional ownership of Ishares Tr North Amern Nat Res (IGE) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES TR NORTH AMERN NAT RES.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
100New |
$3.32K - $4.09K
|
100
$4.45K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53New |
$1.76K - $2.17K
|
53
$2.36K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
39+ 6.01% |
$1.29K - $1.59K
|
688
$30.6K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
37New |
$1.23K - $1.51K
|
37
$1.65K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
17+ 0.12% |
$564 - $695
|
13.8K
$612K
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15+ 0.36% |
$498 - $613
|
4.21K
$187K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.84% |
$431 - $532
|
1.56K
$69.5K
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
10+ 1.17% |
$332 - $409
|
868
$38.6K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9+ 0.75% |
$299 - $368
|
1.21K
$53.6K
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.03% |
$299 - $368
|
27.9K
$1.24M
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.15% |
$232 - $286
|
616
$27.4K
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
4+ 0.03% |
$133 - $164
|
15.3K
$679K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2+ 1.13% |
$66.3 - $81.8
|
179
$7.97K
|
|
Nov 08, 2022
Q3 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1+ 0.01% |
$33.2 - $40.9
|
18.9K
$843K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32- 0.45% |
$1.06K - $1.31K
|
7.03K
$313K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-42- 0.72% |
$1.39K - $1.72K
|
5.77K
$257K
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-55- 0.12% |
$1.82K - $2.25K
|
45.1K
$2.01M
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-97- 0.6% |
$3.22K - $3.97K
|
15.9K
$709K
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 43.1% |
$3.32K - $4.09K
|
132
$5.87K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-165- 0.87% |
$5.47K - $6.75K
|
18.8K
$836K
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
SELL
|
- |
-277- 1.93% |
$9.19K - $11.3K
|
14.1K
$626K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-310- 6.12% |
$10.3K - $12.7K
|
4.76K
$212K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-582- 3.19% |
$19.3K - $23.8K
|
17.7K
$786K
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-653- 6.92% |
$21.7K - $26.7K
|
8.79K
$391K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-701Closed |
$23.3K - $28.7K
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-702- 4.75% |
$23.3K - $28.7K
|
14.1K
$627K
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-707- 2.86% |
$23.5K - $28.9K
|
24K
$1.07M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-797- 2.33% |
$26.4K - $32.6K
|
33.5K
$1.49M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-807- 3.84% |
$26.8K - $33K
|
20.2K
$898K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-835- 2.37% |
$27.7K - $34.1K
|
34.3K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-899- 1.47% |
$29.8K - $36.8K
|
60.4K
$2.69M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-957- 2.79% |
$31.7K - $39.1K
|
33.4K
$1.49M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.06K- 7.84% |
$35.2K - $43.4K
|
12.5K
$555K
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.07K- 5.6% |
$35.6K - $43.8K
|
18.1K
$804K
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.25K- 15.94% |
$41.4K - $51K
|
6.58K
$293K
|
|
Nov 10, 2022
Q3 2022
|
Zeit Capital LLC
|
SELL
|
- |
-1.25K- 2.3% |
$41.6K - $51.3K
|
53.2K
$2.37M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.81K- 1.85% |
$59.9K - $73.8K
|
95.7K
$4.26M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.13K- 9.12% |
$70.7K - $87.1K
|
21.2K
$945K
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.3K- 3.23% |
$76.2K - $94K
|
68.8K
$3.06M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.59K- 9.34% |
$85.7K - $106K
|
25.1K
$1.12M
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-2.63K- 43.31% |
$87.3K - $108K
|
3.45K
$153K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.64K- 7.09% |
$87.6K - $108K
|
34.6K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.05K- 0.65% |
$101K - $125K
|
468K
$20.8M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.63K- 5.26% |
$120K - $148K
|
65.4K
$2.91M
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.57K- 2.5% |
$151K - $187K
|
178K
$7.91M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.75K- 4.39% |
$157K - $194K
|
103K
$4.6M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-6.63K- 24.83% |
$220K - $271K
|
20.1K
$893K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.3K- 7.68% |
$375K - $463K
|
136K
$6.06M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-12.2K- 24.62% |
$403K - $497K
|
37.2K
$1.66M
|